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Healthcare stole the show as our BFLY calls tripled, CDNA broke out, and our first-ever Pitch Meeting added new names to the watchlist.
The Beat Report
Portfolio Update
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SpaceX just completed one of the largest IPOs in market history, and now we’re focused on the stocks that can benefit from the next wave of risk appetite.
The Beat Report
Portfolio Update
Members Only
The market finally paused after nine consecutive up weeks, so we used the opportunity to clean up the portfolio and lean into new leadership.
The Beat Report
Portfolio Update
Members Only
We’re loading up on software after a historic initiation thrust.
The Beat Report
Portfolio Update
Members Only